Precision Prospecting for Wholesale Growth

Webinar 2 of the Winning Wholesale Series

This session is built for wholesale and Non-QM leaders who want to sharpen their sales strategies and grow in today’s competitive TPO market.

John Jeanmonod, EVP of Production at Angel Oak Mortgage Solutions, and Dale Larson, CEO and Founder of Modex, Inc., dive deep into precision prospecting strategies that drive real results. They share how to uncover growth opportunities using data, identify high-producing brokers and originators, and move from intuition-based outreach to smart, data-driven execution.

Topics covered include:

• Recognizing market opportunities
• Limitations of legacy sales models
• Building effective prioritization strategies
• Turning insight into actionable prospecting

From CRM integration to advanced targeting models, this replay delivers a clear playbook to help you reduce cold outreach and close more deals with the right partners.

Webinar 3: August 5th – Maximizing Tradeshows To Win More Broker Business
Stop showing up just to show up. Learn how to turn broker events, live or online, into strategic sales opportunities that drive results.